LEGACY WEALTH ADVISORS, LLC

LEGACY WEALTH ADVISORS, LLC of NORTH MIAMI BEACH, FL is an SEC-registered investment adviser (CRD 326117). Regulatory assets under management: $922.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Eugene Lazarevich FrenkelCHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT
Robert Emmett McnallyCHIEF COMPLIANCE OFFICER
FRENKEL EUGENE LAZAREVICHCHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT
McNally Robert EmmettCHIEF COMPLIANCE OFFICER
Hebble Robert MPRESIDENT
REHM JEFFREY HOWARDMANAGER

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